LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $9.98B
1-Year Est. Return 4.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.31B
AUM Growth
+$553M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
691
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$15.4M
3
+$15.3M
4
AMT icon
American Tower
AMT
+$9.87M
5
HDB icon
HDFC Bank
HDB
+$9.45M

Top Sells

1
+$10.8M
2
+$9.58M
3
+$8.83M
4
AYI icon
Acuity Brands
AYI
+$6.25M
5
SBUX icon
Starbucks
SBUX
+$5.95M

Sector Composition

1 Technology 30.1%
2 Healthcare 18.05%
3 Financials 10.56%
4 Consumer Discretionary 9.68%
5 Consumer Staples 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2K ﹤0.01%
26
-697
602
$2K ﹤0.01%
124
603
$2K ﹤0.01%
18
604
$2K ﹤0.01%
62
605
$2K ﹤0.01%
2
606
$2K ﹤0.01%
69
607
$2K ﹤0.01%
4
608
$2K ﹤0.01%
60
-65
609
$2K ﹤0.01%
112
610
$2K ﹤0.01%
417
611
$2K ﹤0.01%
25
612
$2K ﹤0.01%
+100
613
$2K ﹤0.01%
25
614
$2K ﹤0.01%
32
615
$2K ﹤0.01%
8
616
$2K ﹤0.01%
40
617
$2K ﹤0.01%
18
618
$2K ﹤0.01%
35
619
$2K ﹤0.01%
24
620
$2K ﹤0.01%
38
621
– –
0
622
$2K ﹤0.01%
49
623
$2K ﹤0.01%
21
624
$2K ﹤0.01%
61
625
$1K ﹤0.01%
22
23 24
25
26 27